STRONGBOX WEALTH, LLC
Lee's Summit, Missouri
Strongbox Wealth, LLC, based out of Lee's Summit, MO, is a highly regarded small investment advisory firm that caters to high net worth individuals. With over 220 individual clients and an impressive $333,864,000 in assets under management, they have established themselves as a trusted partner in wealth management.
Despite 401K and individual accounts comprising less than 30% of their assets, Strongbox Wealth, LLC possesses the expertise to effectively manage employer funds. An impressive 95% of the assets they oversee are discretionary, demonstrating their clients' trust in their investment decisions.
Strongbox Wealth, LLC bo...
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Assets Under Mgmt
$333.86M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.